Temasek CIO Says Geopolitics Is a Major Risk to Investment

The video discusses the misleading nature of net loss numbers due to new accounting standards and emphasizes the importance of portfolio value as a measure of success. It highlights investment opportunities in China, focusing on domestic consumption and sustainability sectors, despite current capital challenges. The video also addresses the risks associated with investing in China, noting the importance of domestic money as a catalyst for market recovery. Geopolitical risks are identified as a major uncertainty, with a focus on the ongoing decoupling between the US and China, suggesting that investment strategies should consider companies with access to large domestic markets and those not affected by geopolitical tensions.

What is the right measure for assessing the company's performance according to the speaker?

What are the two main areas of investment focus in China mentioned by the speaker?

How does the speaker suggest consumer confidence could impact the stock market in China?

What does the speaker identify as a significant risk factor for markets currently?

What is the speaker's view on the trend of decoupling between the US and China?